Samsung says RAM costs will likely lead to price hikes soon

Samsung says AI data center-fueled RAM scarcity could raise the company's prices. Wonjin Lee, Samsung's global marketing leader, sounded the alarm in an interview with Bloomberg on Tuesday at CES 2026. As recently as early December, Samsung told Reuters that it was monitoring the market but wouldn't comment on pricing. So, the change of tune can be seen as a deliberate signal to soften the ground ahead of an official announcement.

"There's going to be issues around semiconductor supplies, and it's going to affect everyone," Samsung’s Lee said. "Prices are going up even as we speak. Obviously, we don't want to convey that burden to the consumers, but we're going to be at a point where we have to actually consider repricing our products."

The global RAM shortage is the result of AI data ...